What’s the Upside in a Downturn?

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Today’s environment has created once-in-a-lifetime wealth planning opportunities.

When interest rates and asset valuations fall together, the result for some is an unprecedented planning window.

Today, as a consequence of the coronavirus and the resulting market and policy responses, we are seeing both. Here we will share the effects of this on some common planning techniques. Let’s start with rates.

While you are probably well aware that today’s low interest rates have put a wet blanket on what you can earn, you might not know that those same rates have poured the gas on what you can gift.


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